Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

James Hickey is a CFA® charterholder and financial advisor with 16 years of industry experience, currently serving as Managing Director of Crimson Wealth. His prior experience includes roles at Clearmeadow Partners, Mariposa Community Partners, and Growth Lending GP, among others. Outside of advising, he is CEO of X1 Capital, a business development company, and serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors, family offices, institutions, and corporations, offering portfolio management focused on U.S. equities. The firm creates custom portfolios blending low-cost index ETFs, thematic ETFs, and concentrated stock positions, employing a buy-and-hold investment approach informed by macroeconomic themes and disciplined company analysis.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

Christopher Bales is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He founded and leads Bridgeworks Asset Management, LLC, and also operates Bales Law Firm and previously managed Bridgeworks Divorce Planning, LLC. His background includes roles at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, customizing strategies that incorporate modern portfolio theory, technical analysis, and various trading approaches. Its practice is uniquely integrated with family-law services, reflecting the principal’s dual financial planning and legal expertise.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

James Pearson is a Series 65-licensed advisor with 26 years of industry experience. He has been with Financial Strategies Wealth Management LLC since 2014. In addition to his advisory role, he operates as an independent licensed insurance agent. Financial Strategies Wealth Management serves individuals, trusts, estates, retirement plans, and business entities, providing discretionary portfolio management and customized investment strategies. The firm employs multiple approaches, including asset allocation and technical analysis, and integrates independent oversight and artificial-intelligence tools in its management process.

Nathan Faircloth is a financial advisor with STM Asset Management LLC in Robertsdale, Alabama. He holds a Series 63 designation and has 15 years of industry experience. He has been with STM Asset Management and The Faircloth Group P.C. since 2014. Outside of advisory work, Faircloth is a partner in The Faircloth Group, an accounting firm providing bookkeeping, tax preparation, and payroll services. STM Asset Management provides investment supervisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $56 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. Freedom Wealth Coaching provides fee-based investment management, financial planning, and non-discretionary retirement plan consulting to individuals, trusts, estates, small businesses, and plan sponsors. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.

Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.

Mary Benedict is a financial advisor at Heritage Road Advisors with 31 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked at Merrill for 27 years and operated Benedict Consulting, Inc. for four years. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts, including charitable organizations and municipalities. The firm emphasizes passive management with low-cost index funds and ETFs, offers discretionary management and financial planning, and provides estate paraplanning and tax-related portfolio reviews for other advisors and their clients.

Clifton Hunter is a financial advisor at Financial Strategies Wealth Management LLC with 26 years of industry experience. He holds a Series 65 license and has worked at his current firm since 2014. Hunter is also president of C. Ray Hunter CPA, PC, a CPA firm where he prepares individual and business tax returns. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a range of investment approaches tailored to clients’ objectives and risk tolerances, including discretionary portfolio management and third-party managed programs, while maintaining oversight through its independent adviser.

Joshua Null is a financial advisor at Gulf Coast Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prime Capital Investment Advisors, LLC, ProEquities, Inc., and New York Life. Joshua is the creator and host of a financial education program focused on retirement topics, produced out of his firm's office. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for around 96 clients. The firm offers customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, and provides financial education through an ongoing in-house radio and podcast program.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Sean Mcclay is a financial advisor at STM Asset Management LLC with 19 years of industry experience. He has been with STM Asset Management since 2009 and holds Series 63 and Series 66 designations. STM Asset Management provides investment supervisory services for individuals, pension and 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $56 million in assets for around 500 clients, tailoring portfolios based on risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Donald Laurence Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He is currently with Naviant Partners, LLC and previously worked at Stone Oak Wealth Management, Raymond James & Associates, and Wells Fargo Clearing. He serves on the board of the Respite Care of San Antonio Foundation, participating in governance and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment approach using ETFs, low-cost mutual funds, and other securities, and offers specialized retirement plan consulting and fiduciary services.

Alexander Theodore is a financial advisor at Hayek Kallen Investment Management L.L.C. with six years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Hayek Kallen in 2019, his background includes various roles at the University of South Alabama in academic success, athletics, and recreation departments. Hayek Kallen Investment Management provides discretionary investment and wealth management services primarily to individuals, families, and small organizations, including non-profits. The firm employs a balanced-value investment approach focused on mid- and large-cap companies with typical equity/bond allocations of 50/50 or 60/40 and manages approximately $396–399 million across more than 200 client accounts.

Clinton Martin is a CFP® with 19 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2018. His prior experience includes roles at Great Lakes and Atlantic Wealth Management and Raymond James Financial. He is also the sole member of Town Square Consulting LLC, a non-investment support company. Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, offering financial planning, retirement planning, and portfolio management services. The firm emphasizes personalized client relationships and employs diversified asset allocation strategies, conducting ongoing oversight and occasional use of insurance solutions.

John Wallace is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Capital Square, LLC. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously held roles at Steadfast Companies and Stira Capital Markets Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios through diversified asset allocation and employing discretionary and non-discretionary management approaches.